Stephen J. Michael

Stephen J. Michael is a seasoned financial professional currently serving as a Senior Vice President in Wealth Management at UBS Financial Services Inc.1 With over 27 years of experience in the financial industry, he has established himself as a prominent figure in wealth management and financial advisory services.3

Career Highlights

Stephen's career trajectory showcases his expertise and progression in the financial sector:

• Current Role: Senior Vice President–Wealth Management and Financial Advisor at UBS Financial Services Inc12
• Previous Positions:
  • Director at Credit Suisse
  • Investment associate roles at Morgan Stanley, Pinnacle Capital Management, Robertson Stephens, and PaineWebber (now UBS)

Education and Background

Stephen J. Michael has a strong educational foundation in finance:

• Attended the University of Massachusetts Amherst
• Studied Finance at Stonehill College

Professional Contributions

Beyond his primary role, Stephen has demonstrated commitment to the industry and community:

• Served as a Board Member at One Family Inc
• Holds the position of Financial Advisor Representative, indicating his expertise in providing financial guidance to clients3

Location and Connections

Stephen is based in the Boston, Massachusetts area, where he continues to build his professional network.2 His LinkedIn profile boasts over 500 connections, reflecting his extensive industry relationships and influence in the financial sector.2

Stephen J. Michael's long-standing career in wealth management, coupled with his senior position at a prestigious firm like UBS Financial Services Inc., underscores his expertise and success in providing financial advisory services to clients.